IEQ Capital’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,615
| Closed | -$319K | – | 1425 |
|
|
2024
Q3 | $319K | Buy |
4,615
+655
| +17% | +$45.3K | ﹤0.01% | 907 |
|
|
2024
Q2 | $256K | Sell |
3,960
-20
| -0.5% | -$1.29K | ﹤0.01% | 844 |
|
|
2024
Q1 | $286K | Buy |
3,980
+596
| +18% | +$42.9K | ﹤0.01% | 785 |
|
|
2023
Q4 | $215K | Buy |
+3,384
| New | +$215K | ﹤0.01% | 821 |
|